Advisors spend their careers helping clients prepare for what comes next. Wills, estate plans, making sure the right people know what to do if something unexpected happens.
Turned toward your own practice, the same question is harder to answer.
Having a succession plan is not the same as being succession-ready. A plan can be complete while key clients have never met your successor, while relationship history lives only in your memory, and while the practice would struggle through an unplanned absence.
This assessment looks at that difference. It takes about five minutes.
The assessment covers:
Successor readiness
Client transition
Business continuity
Client relationship documentation
Practice and process documentation
Transition timeline
Emergency preparedness
You will get a readiness profile weighted by what you say matters most, not by a fixed industry model, along with a few questions worth sitting with.
5 minutes 10 questions Educational only No client information required Your answers stay on this page
Question 1 of 10
Why it matters:
Optional · 600 characters maximum
Your Results
Your succession readiness profile
Your biggest succession gap
This is not a risk assessment. It is a way to see where readiness may not yet have caught up with intent.
Where your answers pointed
Ranked by how much you said each area matters, set against how ready you said you are. Not by lowest score, which would miss the point.
A few questions to consider, not a to-do list
These are the questions that tend to surface what is actually going on.
This assessment is a snapshot. I have built a fuller succession readiness workflow that tracks the same seven areas over time, client by client, with the next actions attached. If you would like to see it, I am happy to walk you through it.
Your results are yours. Everything you answered stays in this browser. Take a copy for yourself below. That alone sends nothing to anyone.
Want to see the working version?
Send your results over and I will come back to you with what I would look at first, and we can find a time to walk through the full workflow if it is useful.
What sending does: it shares your name, email, optional firm name and your answers to these 10 questions, including what you said worries you most, with Julie Wright at WrightShift, so she can reply to you. Nothing else, and nowhere else.
✓
No client information is requested or collected by this assessment, and none should be entered. Your answers are held in this browser and are not sent anywhere unless you choose to send them. "Email My Results To Me" opens a draft in your own email program addressed to you. It sends nothing to WrightShift. "Send My Results To Julie" submits your name, email, firm and answers to WrightShift, where they are stored by Netlify, our hosting provider, and used to reply to you. Sending your results does not sign you up for anything. Ongoing email is a separate, optional tick, and is never a condition of getting a reply.